The Revenue Report gives you a complete picture of the money moving through your rental business — what you've billed, what's been paid, and how it breaks down by location, customer, and tax status. This article walks through every filter and section of the report, using the exact names you'll see on screen, so you always know what you're looking at and how to get to the number you need.
ℹ️ Good to know: The Revenue Report does not include activity from today — it's updated overnight, so anything happening right now will show up starting tomorrow.
Step 1 — Filter Your Data
Across the top of the report is a row of filters. You don't have to use all of them — leave any filter blank and it simply won't narrow anything down.
Filter | What it does |
Basis | Switches the whole report between Accrual and Cash (see below — this is the one filter worth understanding first). |
Location | Narrows the report to one or more specific yards or branches. |
Customer | Narrows the report to one or more specific customers. |
Data Source | If your account pulls revenue in from more than one source, this narrows the report down to a specific one. |
Rental Start | Filters to rentals that started within a date range you choose (see "Working with Date Filters" below). |
Rental End | Same idea as Rental Start, but filters by when the rental ended. |
On Account Status | Filters by the account billing status of the order — for example, whether it was billed to a customer's on-account/credit terms. |
Order Type | Filters by the type of order, such as a rental versus a sale. |
📌 Tip: If your Quipli totals don't seem to match QuickBooks, check that Basis is set the same way in both places first — that's the most common reason numbers look "off."
Understanding Accrual vs. Cash
The Basis filter controls when a dollar counts as revenue:
Accrual counts revenue the moment you invoice a customer — whether or not they've paid you yet. This is the best view for understanding what your business has actually earned in a given period.
Cash counts revenue only when the payment actually comes in. This is the best view for understanding real money in the bank, and it's usually the view that will match your bank deposits.
Working with Date Filters
Rental Start and Rental End are date filters, and clicking either one opens the same style of menu. You can either:
Pick a quick preset, like Today, Yesterday, Previous Week, Previous 7 Days, or Previous 30 Days, or
Choose Fixed Date Range to enter an exact start and end date, or
Choose Relative Date Range for a rolling window that automatically stays current — for example, "the last 30 days" always means the 30 days leading up to today, whatever today happens to be.
You can also exclude specific values from a filter if you want to leave certain results out rather than narrow down to them.
Step 2 — Read the Year-to-Date and Month-to-Date Tiles
The first row of tiles gives you the current-period headline numbers, and they update automatically as time passes — you don't need to set a date range for these:
Total Revenue Year-to-Date — total revenue from January 1st of the current year through today.
Total Tax Year-to-Date — total tax collected over that same period.
Total Revenue Month-to-Date — total revenue from the 1st of the current month through today.
Total Tax Month-to-Date — total tax collected over that same period.
Each tile also shows how that number compares to the same period last year (for the Year-to-Date tiles) or last month (for the Month-to-Date tiles) — a red down arrow means it's lower than the comparison period, and it'll show N/A (No data) if there isn't enough history yet to compare against.
Step 3 — Set a Custom Window with Date Grouping and Date Range
Below the headline tiles, the Trends section has its own two controls that control everything beneath it — both the tiles in this section and the trend charts in Step 4:
Date Grouping — controls how the trend charts bucket the data (for example, by month, which is the default).
Date Range — controls the overall window being looked at (for example, the default of "Previous 12 months"). This uses the same Fixed Date Range / Relative Date Range / quick-preset options described above under Working with Date Filters.
Whatever window you set here is reflected in these four tiles:
Total Revenue (Specified Date Range)
Total Tax (Specified Date Range)
Total Taxable Revenue (Specified Date Range)
Total Non-Taxable Revenue (Specified Date Range)
Step 4 — Read the Trend Charts
Total Revenue Trend
Total revenue by month (or whatever grouping you've chosen), so you can spot seasonal patterns or unusual dips and spikes at a glance.
Total Revenue Trend by Taxable Status
The same trend, split out to show how much of each period's revenue was taxable versus non-taxable.
Total Tax Trend
Total tax collected over the same period, on its own so you can track it independently of revenue.
Step 5 — Review the Monthly Summary Table
Below the charts, Summary by month: Previous 12 months lays the same information out as a table — one row per month, with columns for Report Date, Total Revenue, Total Tax, Total Taxable Revenue, Total Non-taxable Revenue, and Number of Invoices. This is a fast way to scan exact monthly figures rather than reading them off a chart, and you can page through additional months using the arrows at the bottom right.
Step 6 — Drill Into Individual Transactions
Further down the report, Revenue Report Line Items lists every individual charge behind all of the numbers above. This is where you go when you need to answer "where did this number come from?" On screen, you can look up or sort each charge by its location, customer, invoice number, GL account, line item type, tax status, and sales rep.
Because every tile, chart, and table on the report is built from these rows, you can always work backwards — if a number looks unexpected, filter or sort Revenue Report Line Items by customer, location, or GL account until you find the specific charge driving it.
Click the ⋯ in the top-right corner of Revenue Report Line Items and choose the download option to export the full list as a file — see Step 7 for what that file contains.
Step 7 — Reading the Exported File
When you download Revenue Report Line Items, you get one row per charge, with these columns:
Column | What it tells you |
Data Source | Where the record came from. For most accounts, this will simply say "Quipli." |
Report Date | The date tied to the charge. |
Line Item Type | What kind of charge it is — a rental, a fee, a damage waiver, a delivery or pickup charge, or a tax line. |
Line Item Name | The specific name of the charge, like "Light Tower - 6kW" or "Damage Waiver." |
Line Item Description | Extra detail about the charge — for a rental, this is typically the exact rental period. |
Invoice Type | Whether the charge is tied to a regular Order or a Work Order. |
Invoice Document Type | Whether it's a standard Invoice or a Credit Memo. Credit Memo rows usually show up as a negative amount. |
Invoice Number | The exact invoice the charge is on, so you can trace it back to the source. |
Is Tax Line Item | TRUE or FALSE — whether the row itself is a tax charge (see "Understanding the Tax Columns" below). |
Is Taxable Line Item | TRUE or FALSE — whether the row's amount was subject to tax (see below). |
General Ledger Account Name | The accounting category the charge is filed under in your books, like "Rental Income" or "Damage Waiver." For a tax row, this is the tax jurisdiction instead, like "FL" or "Sarasota County." |
Location Name | Which yard or branch the charge came from. |
Customer Name | Which customer was billed. |
Sales Representative | Who on your team handled the order, where that's tracked. |
Amount (Local Curr.) | The dollar amount of that specific charge. |
📌 Note: The exported file doesn't include a Basis column — it always reflects whichever Basis (Accrual or Cash) you had selected on screen at the moment you downloaded it. Download it again after switching Basis if you need the other view.
Understanding the Tax Columns
Is Tax Line Item and Is Taxable Line Item are two separate yes/no columns, not one — and mixing them up is the most common mistake when totaling this file yourself. Together, they sort every row into exactly one of three buckets:
Is Taxable Line Item | Is Tax Line Item | What the row is |
TRUE | FALSE | Taxable revenue |
FALSE | FALSE | Non-taxable revenue |
FALSE | TRUE | A tax charge itself, not revenue |
📌 Tip: If you're totaling non-taxable revenue yourself, filter for both Is Taxable Line Item = FALSE and Is Tax Line Item = FALSE. Filtering on Is Taxable Line Item alone will pull tax charges into your non-taxable total, since tax rows are also marked FALSE there.
📌 Tip: If you separately track Heavy Equipment Tax (HET), filter General Ledger Account Name = Heavy Equipment Tax and subtract those rows from your regular tax total — otherwise HET ends up counted twice.
Downloading Report Data
Every module on the report — tiles, charts, and tables alike — has a ⋯ menu in its top-right corner. Click it and choose the download option to export that module's results on their own, without needing to download the whole report.
Need Help?
Contact Quipli support ([email protected]) if you:
See a revenue number that doesn't match what you expect, even after checking Basis, Location, and your date filters.
Notice a charge in Revenue Report Line Items that seems miscategorized under the wrong GL account.
Need help reconciling this report against QuickBooks or another accounting system.
Can't find a transaction you're looking for anywhere in the report, or aren't sure how to total the exported file correctly.